PRESENTING: Morgan Stanley's 10 Big Macro Investment Ideas For 2014

Sunday

Dec 1, 2013 at 9:00 PM

Joe Weisenthal

Morgan Stanley's Global Strategy team is out with its 2014 outlook titled: Fertile Soils, Rising Divergences.

In it, Morgan Stanley says that they generally favor stocks over bonds, but that we're now in the second half of this big boom, and that future gains will now depend more on growth, as opposed to liquidity.

This is a similar idea as that expressed by Nomura, which argued that the end of "end of the world risk" would require a search for real growth, rather than just gains brought on by climbing out of the gutter.

Here are Morgan Stanley's 10 big macro strategy ideas. These are their words: